Quotation Templates

This document shows the list of your services and products, together with their prices and sales terms. How you present your quotation may affect how your client responds to it. For that, there is a tendency that you might close the deal or not. Given that you don't know much about your clients, you have to make a good impression through your quote.

According to James of Inc.com, confidence is essential if you want to get the results you want. You need to believe that you can persuade your customers to get your services or products through your quote. But, how do you really make a professional quote after all? Here are simple and easy steps that you can follow to make a quotation:

1. Know What Your Customers Want

Firstly, you can't create a quote without knowing what your customers want in the first place. You can do a little research about your customers. You may look into their website and see what they do. Then, try to think about how the prices and offers can meet their requirements. 

2. Put your Company Letterhead

After the first step, you can now start making your quote document. Start with your business letterhead. The important thing about your letterhead is that it is a representation of your company. Your letterhead should include your company name, address, contact information, and company logo. 

3. Provide the title of the Document

Next, you have to put the word "Quotation" as your title. At this point, you can also add a word before the "quotation" depending on what your business is. You can write "Photography Event Quotation," "Construction Quotation", "Freelance Quotation", and others. This easily helps the client identify your document. To add, don't forget to put the date of the quote and the number of the quote. The quote number becomes the number of your invoice. 

4. Create Descriptions and Add the Terms and Conditions

The fourth step on our checklist is to make a description of your product or services. Once you have provided a short description per product or service, then you start adding its quantity and price. Also, don't forget to put the terms and conditions of the quote. This helps you and the client remember the stipulations that are set and have to be followed. 

5. Add Other Details

Next, you have to include details like the shipping information, packing information, and the estimated time for the delivery. Don't forget to calculate the total amount of the quotation. You also have to include how much taxes and discounts the quote has. This way, your clients will know how much they have to pay for. 

6. Close the Quote

Lastly, you need to sincerely close the sales quotation by providing the sender's name and signature at the bottom. You have to put a space for the signature of the client as a form of accepting the deal. This is to get an immediate acceptance that will seal the deal.